Workflows and Scripts

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Note:

For Workflow scripts writing guide and other references, please see here.

For Workflow examples please see here .

Workflows in Clevero are powerful tools that help automate your business processes, reduce manual work, and ensure consistent execution of tasks across your operations. Whether you're running a simple daily update or reacting instantly to user actions or external events, Workflows allow you to build workflows tailored to your unique needs—without writing complex code.

A workflow is configured by writing Scripts to automate the work you need to be done. There are two key types of Scripts in Clevero:

Scheduled Scripts

These run automatically at set intervals—daily, weekly, monthly, or even just once. They’re ideal for batch processing, routine updates, or time-based automations.

Real-Time Scripts

These are event-driven and trigger immediately when something happens. This could be a button click in the UI, the creation, editing, or deletion of a entry, or actions coming from external sources like API requests, online forms, or webhooks.

Create a New Script

Watch the guided demo below to create a new script.

You can also follow the same steps using the written guide below.

Click "Settings" and proceed to "System Settings".
Select "Workflows" from the available options.
Choose the "Scripts" option.
Click the "+ Add script" button to create a new script.
Fill in the name and description of the script.
Do one of the following:
1. If you wish to deploy the script for all records, select the Intended for all records option.
2. If you want the script to apply to specific records only, choose one or more options from the Intended for specific records list.
Do one of the following:
1. Select the Applicable to all actions option to deploy the script for all events.
2. Select one or more events from the Applicable to these actions list. Some of the supported events include:
  - Add: This event activates the script when adding a new entry. ie run when adding a new contact.
  - Edit: This event activates the script when an existing entry is edited. ie. run when I update/edit an existing contact
  - Delete: This event activates the script when an item or record is deleted. ie. run when I delete an existing contact
  - Button: Selecting this event allows you to initiate a test deployment through a button trigger. ie. when a user presses this button, preform an action
  - PDF Signed: This event is triggered when a PDF document is signed. ie. run someone signs a document that has been sent
  - Zai Webhook: This event captures interactions related to payment gateways facilitated by the Zai webhook. ie. run a process when a successful payment has been received.
  - Email Webhook: This event is triggered when an email is sent to a designated webhook url. ie. run a process when we have received an email to a designated email inbox.
  - Generic Webhook: This event is triggered when data is sent to a designated webhook url. ie. run a process when 3rd party platform sends data to the designated webhook url.
  - Autolink: This event is triggered when a link/url is visited. ie. unsubscribe user from newsletter when link is clicked on.
Within the script block, you'll define the actions you want to execute and deploy through functions. There are a range of Clevero functions you can use.

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Tip
Select See field details help text to view the supported field values for the selected record.

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Info
If you need more information about which functions to use, you can refer to the Utility Functions page. Should you require further assistance; feel free to reach out to Clevero team.

You can also set parameters to help you create the script. See Script Parameters page for more details.
Click on the "Save" button to save the changes.

📌 Need Help?

If you require assistance or encounter any issues, please don't hesitate to contact us for further support.